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Triad Wealth Partners’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Triad Wealth Partners’s Portfolio FTSL Stock Details FTSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-6,641
Closed -$298K – 576
2026
Q1 		$298K Buy
+6,641
New +$301K 0.02% 396

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Royal Bank of Canada
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Triad Wealth Partners's FTSL Position: Q2 2026 in Review

Triad Wealth Partners sold out of First Trust Senior Loan Fund ETF (FTSL) in Q2 2026, closing a stake of 6,641 shares — an estimated $298K sold.

Triad Wealth Partners first reported a position in FTSL in Q1 2026 and held it in 1 quarter. The position peaked at $298K in Q1 2026. 300 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

  • Triad Wealth Partners reported no remaining First Trust Senior Loan Fund ETF position as of Q2 2026 after selling out during the quarter.
  • Triad Wealth Partners sold 6,641 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $298K.
  • Triad Wealth Partners first reported a position in First Trust Senior Loan Fund ETF in Q1 2026 and held it in 1 quarter.
  • Triad Wealth Partners's First Trust Senior Loan Fund ETF position peaked at $298K in Q1 2026.
  • 300 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.